Desktop Sales Office

How does this compare with a telemarketing piece like VanillaSoft?

Rod: I've been using VanillaSoft for my team of telemarketers to make appointments for several sales teams, but the costs of VS are bothering me. You've done a superb job of designing a CRM piece for salespeople, and I'd like to know if we can take it into a slightly different direction - telemarketing for teams. In order to replace VanillaSoft or iTMS my team would like: 1- integration with a VOIP system like Skype; 2- predictive dialing (this is less important than the other features); 3- a way for me to assign specific leads to specific users; 4- a way for me to track my users' activities

Report print setup

Is there a way to set and retain the print settings. For example I would like to have my custom reports printed in landscape and on A4.
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Creating RFT reports

What is the method to create an RFT report ? I could only see report_missing.rtf document in the directories. Any examples published ? Tks Peter
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Down And Dirty: Critical Dates For Deals and Contacts

Desktop Sales office v11's integrated calendar shows you important dates for your deals and contacts to help you stay on schedule and on message:

  • A Contact's Next Step date - the next step you have planned for your contact (New in v11.12)
  • A Deal's Next Step date - the next step you have planned in your selling process for a deal
  • A Deal's Expected date - the date you expect a deal to close - the expected order date (New in v11.12)

You can see this feature in action here:

Dead Solid Internet Prospecting With Desktop Sales Office v11

Internet prospecting gets a lot easier with this release of Desktop Sales Office.

Calls & Research Area - Jigsaw, LinkedIn, Yahoo People, and Google

The specialized embedded web browser in the Calls & Research area is programmed to do searches for your contact or company in LinkedIn, Jigsaw, Yahoo People, and of course Google. For example pressing the Jigsaw button will search Jigsaw's business information for First+Last+Company information.

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